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Politics : Ask Michael Burke

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To: GuinnessGuy who wrote (66597)	8/23/1999 11:06:00 AM
From: Greg Jung	Read Replies (1) of 132070

I'm thinking seriously of shorting TSCM due to the unbelievably poor research that have done on Ancor(plus a hefty P/S of 33) and their poor prospects for reaching profitability soon. Craig, what is the trailing P/S of Ancor Communications? -g- Where in the world does a 30% market share come from, when the start is near 0% and competition arises from the likes of much heftier competitors. EMC, QLogic, Adaptec, Seagate, IBM, ... and then there are there are those in the George W class such as Brocade, Ancor. You are much better off psycologically if you accept that you are holding a tulip, I mean Yahoo Ebay Amazon AOL etc. are just really really oversized marketcaps with circus pitchmen and investors trying to land the big silver tray. If you own the plastic tarp underneath why bother with the rest. At this point you simply have to manage the fear and greed factors and extract profits or spin the wheel again. Greg

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